> ## Documentation Index
> Fetch the complete documentation index at: https://docs.frankieone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Change a Customer's Recipe

> A Recipe allows you to change the combination of checks that are performed on a customer.

A Recipe allows you to change the combination of checks that are performed on a customer at any given time in the customer’s lifecycle.

You may switch a customer to a different ‘Recipe’ via the portal or it can also be called via API based on a trigger in the system such as the customer applying for a new product (i.e., credit card) or change of name or address etc.

**To change the ‘Recipe’ via the Portal.**

1. Open customer’s profile.
2. Navigate to the **KYC/Personal Info Tab**.
3. Click **Edit Customer Info**.
4. Select from the **Recipe** dropdown.
5. Click **Save & Verify** to run the new Recipe.

**Example of results on a ‘Basic’ Recipe made up of 4 checks.**

The customer has passed all of the checks as required by this Recipe.

**Recipe:** Basic

<img src="https://mintcdn.com/frankieone-f5583b1b/apjw019QSSQ3mR_d/images/v1/portal/individual-profiles-kyc/275bc03-Check_Basic.png?fit=max&auto=format&n=apjw019QSSQ3mR_d&q=85&s=4f4fc12c8cd77cbacd48478fea24c4d8" alt="" width="1251" height="594" data-path="images/v1/portal/individual-profiles-kyc/275bc03-Check_Basic.png" />

**Results after changing the Recipe**

Additional checks are required as part of this Recipe, however, because the customer has already passed the same 4 checks from the first Recipe, these are counted towards the final result and only the single additional PEP/Sanctions check is run.

**Recipe:** Extended

<img src="https://mintcdn.com/frankieone-f5583b1b/apjw019QSSQ3mR_d/images/v1/portal/individual-profiles-kyc/1fb7ecc-Extended.png?fit=max&auto=format&n=apjw019QSSQ3mR_d&q=85&s=2e57d8b624bfdfcd08d02a3d7001ca40" alt="" width="1308" height="700" data-path="images/v1/portal/individual-profiles-kyc/1fb7ecc-Extended.png" />

**If fewer checks are required**

After changing the Recipe, the results of a customer’s prior checks will be counted towards the new Recipe with no additional checks required.

The exception to this is where the check result has ‘aged’. If a check result has passed the specified age limit it will no longer be counted towards the overall check result.
